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Global supply chain: Key components
Key components news coverage
IN THE NEWS
Friday 17 March 2023
Chinese automakers spurring self-sufficient supply chain
China's car market, as the biggest in the world, can provide enough momentum to allow the country to develop a self-sufficient supply chain amid expanding US trade sanctions, according...
Friday 17 March 2023
A chip war without winners
It is predicable that the ongoing US-China chip war will follow a difficult and long course, and under fierce attack and defense between the world's two largest economies, there could...
Friday 17 March 2023
Samsung establishes R&D center in Japan to strengthen semiconductor supply chain
Samsung Electronics has recently restructured its research and development resources in Japan by establishing a comprehensive R&D center in Japan, Device Solution Research Japan...
Friday 17 March 2023
Compound semiconductor critical to expected 5G mmWave demand spurt
5G, a technology deemed as fundamental to Industry 4.0, began to see large-scale commercial application around the world in 2020. However, 5G still faces problems related to difficulties...
Friday 17 March 2023
PMIC vendor M3Tek expects sales recovery in 2H23
Power management IC company M3 Technology (M3Tek) may see another sequential revenue drop of 10-15% in the first quarter of 2023, but revenue will likely recover in the second half...
Friday 17 March 2023
Chinese chipmaking technology development may stall at 40nm scale
With the US looking to broaden its chip tool ban against China with new rules set to be implemented in April, SMIC and other China-based foundries will have to halt the development...
Friday 17 March 2023
Taiwan panel, BLU makers growing non-panel businesses
Taiwan-based panel makers AU Optronics (AUO) and Innolux and backlight unit (BLU) supplier Coretronic have been keen on developing non-panel businesses, expecting related new businesses...
Friday 17 March 2023
IC Design White Paper (2): Global market share and competitive advantages of Taiwan's IC design sector
In 2022, the overall revenue of the global IC design industry reached US$215.4 billion. Among them, the US IC design sector is the largest in scale, with a 63% market share and revenue...
Friday 17 March 2023
Macroblock cuts into China EV supply chain
Macroblock, an LED driver IC design house, has cut into the supply chain of the Chinese electric vehicle (EV) OEM market with its offering of miniLED backlight driver ICs, according...
Friday 17 March 2023
Robust PA demand for defense apps buoys Transcom 2022 revenue, profits
Niche-market compound semiconductor IDM Transcom has reported record-high revenue and net profits of NT$1.035 billion and NT$249 million, respectively, for 2022, buoyed by strong...
Friday 17 March 2023
Order visibility for PCB and IC substrate equipment clear through 2024
Order visibility for PCB and IC substrate production equipment has been extended to 2024, according to industry sources.
Friday 17 March 2023
TSMC may plan another price hike to respond to rising costs
TSMC may consider another price hike in the second half of 2023 to respond to its ever-increasing manufacturing costs, according to sources at semiconductor equipment companies.
Friday 17 March 2023
Why is Morris Chang showing support for US in trade war with China?
TSMC founder Morris Chang's show of support for the US in its ongoing trade war with China has piqued the interest of many in the semiconductor industry.
Thursday 16 March 2023
Production yield matters for GaN applications and penetration
The application benefits are getting clear for third-generation compound semiconductor GaN (gallium nitride) as it is increasingly adopted for charging piles, in-vehicle DC-DC power...
Thursday 16 March 2023
IC Design White Paper (1): Navigating policy options for strengthening Taiwan's IC design industry
The estimated revenue of Taiwan's IC design industry in 2022 totalled at a commanding US$40 billion. The sector has proven itself to be eminently high-yielding with an enviable average...